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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,566 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,063 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,917 | $79,169+33.8% | $100,415+5.5% | $74,478+42.2% |
| Participation rate | 94.0% | 79.4%+14.5pp | 81.5%+12.4pp | 67.2%+26.7pp |
| Annual return | 15.25% | 20.51%-5.3pp | 49.47%-34.2pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,429 | $3,017-19.5% | $3,943-38.4% | $2,626-7.5% |
| Participant deferral / active EE | $5,145 | $7,751-33.6% | $8,091-36.4% | $4,350+18.3% |
| Admin fee / account holder | -$61 | $1,337-104.5% | $7,906-100.8% | $1,946-103.1% |